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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,518 | $88,360-96.0% | $145,433-97.6% | $67,986-94.8% |
| Participation rate | 71.4% | 65.5%+5.9pp | 82.1%-10.7pp | 57.2%+14.2pp |
| Annual return | 52.23% | 63.15%-10.9pp | 66.58%-14.3pp | 31.67%+20.6pp |
| Employer contribution / active EE | $1,417 | $3,054-53.6% | $4,554-68.9% | $2,019-29.8% |
| Participant deferral / active EE | $1,631 | $5,932-72.5% | $7,897-79.4% | $3,358-51.4% |
| Admin fee / account holder | $302 | $3,313-90.9% | $13,129-97.7% | $3,203-90.6% |